Guardian Capital (Canada)’s Nice NICE Stock Holding History

Guardian Capital (Canada)’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,943	Closed	-$742K	–	175
2022 Q3	$742K	Buy	3,943 +2,271	+136%	+$474K	0.03%	134
2022 Q2	$322K	Buy	1,672 +22	+1%	+$4.45K	0.01%	166
2022 Q1	$361K	Sell	1,650 -9,684	-85%	-$2.35M	0.01%	165
2021 Q4	$3.44M	Sell	11,334 -837	-7%	-$242K	0.07%	95
2021 Q3	$3.46M	Sell	12,171 -369	-3%	-$102K	0.07%	93
2021 Q2	$3.1M	Buy	12,540 +265	+2%	+$61K	0.06%	97
2021 Q1	$2.68M	Sell	12,275 -142	-1%	-$35.5K	0.04%	98
2020 Q4	$3.52M	Sell	12,417 -1,068	-8%	-$260K	0.08%	83
2020 Q3	$3.06M	Buy	13,485 +2,025	+18%	+$431K	0.08%	83
2020 Q2	$2.17M	Buy	11,460 +803	+8%	+$141K	0.06%	83
2020 Q1	$1.53M	Buy	10,657 +3,612	+51%	+$583K	0.05%	84
2019 Q4	$1.09M	Buy	7,045 +121	+2%	+$18.5K	0.02%	108
2019 Q3	$996K	Buy	+6,924	New	+$1.03M	0.02%	108

Other funds holding NICE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Guardian Capital (Canada)'s NICE Position: Q4 2022 in Review

Guardian Capital (Canada) sold out of Nice (NICE) in Q4 2022, closing a stake of 3,943 shares — an estimated $742K sold.

Guardian Capital (Canada) first reported a position in NICE in Q3 2019 and held it in 13 quarters. The position peaked at $3.52M in Q4 2020. 358 funds tracked by Wall St. Rank hold NICE as of Q4 2022.

Guardian Capital (Canada) reported no remaining Nice position as of Q4 2022 after selling out during the quarter.
Guardian Capital (Canada) sold 3,943 Nice shares in Q4 2022, an estimated $742K.
Guardian Capital (Canada) first reported a position in Nice in Q3 2019 and held it in 13 quarters.
Guardian Capital (Canada)'s Nice position peaked at $3.52M in Q4 2020.
358 funds tracked by Wall St. Rank held Nice as of Q4 2022.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2022, filed 14 Feb 2023.